We are live on ! Find out more
DWAS icon

Invesco Dorsey Wright SmallCap Momentum ETF

102 hedge funds and large institutions have $244M invested in Invesco Dorsey Wright SmallCap Momentum ETF in 2026 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 40 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

4% more funds holding

Funds holding: 98102 (+4)

19.07% less ownership

Funds ownership: 86.32%67.24% (-19%)

43% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 40

62% less capital invested

Capital invested by funds: $649M → $244M (-$405M)

Holders
102
Holders Change
+4
Holders Change %
+4.08%
% of All Funds
1.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
23
Reduced
40
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WETS
51
Wealth Enhancement Trust Services
South Dakota
$424K -$1.87M -18,683 -81%
KAS
52
Kestra Advisory Services
Texas
$414K +$222K +2,219 +112%
SWP
53
Stratos Wealth Partners
Ohio
$395K -$500 -5 -0.1%
SG
54
Strid Group
Pennsylvania
$395K
Creative Planning
55
Creative Planning
Kansas
$380K
Baird Financial Group
56
Baird Financial Group
Wisconsin
$366K -$2.76M -27,545 -88%
SC
57
Scotia Capital
Ontario, Canada
$350K
Focus Partners Wealth
58
Focus Partners Wealth
Massachusetts
$340K -$6.41K -64 -2%
GVAG
59
Great Valley Advisor Group
Delaware
$318K -$4K -40 -1%
Mercer Global Advisors
60
Mercer Global Advisors
Colorado
$313K +$7.11K +71 +2%
PMG
61
ProVise Management Group
Florida
$296K -$15.4K -154 -5%
BlackRock
62
BlackRock
New York
$285K
Mariner
63
Mariner
Kansas
$265K
SPIA
64
Steward Partners Investment Advisory
New York
$254K
National Bank of Canada
65
National Bank of Canada
Quebec, Canada
$251K
CIBC World Market
66
CIBC World Market
Ontario, Canada
$250K +$4.6K +46 +2%
WA
67
Waverly Advisors
Alabama
$245K +$3.1K +31 +1%
FFN
68
Focus Financial Network
Minnesota
$243K -$32K -320 -11%
HF
69
HRT Financial
New York
$237K +$242K +2,415 New
CA
70
CoreCap Advisors
Michigan
$235K +$17.4K +174 +8%
NFG
71
Nations Financial Group
Iowa
$229K
SIA
72
Soltis Investment Advisors
Utah
$223K
MIM
73
MTM Investment Management
South Carolina
$213K
Fidelity Investments
74
Fidelity Investments
Massachusetts
$194K +$4.9K +49 +3%
SWM
75
Spire Wealth Management
Virginia
$188K